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Neuberger Berman Intl Small Cap R6 (NIORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.57-0.02 (-0.15%)
At close: 08:00PM EDT

Neuberger Berman Intl Small Cap R6

New York, NY 10158-0006

605 Third Ave 2nd FL

Neuberger Berman Equity Funds

Management information
,Lead manager since 7 December 2016
David Bunan, Managing Director, joined the firm in 2008. David is a Portfolio Manager for the International Small Cap Equity strategy. In addition, he is a Senior Research Analyst on the Global Equity team covering Industrials and Chemicals sectors. Prior to joining the firm, David covered international equities for Tocqueville Asset Management. He began his career in 1998 in Paris as an equity analyst and also worked as a consultant. David received a Masters in Literature (Universite Paris-X), an Advanced Studies Degree in Philosophy from the Ecole des Hautes Etudes en Sciences Sociales (Paris) and an Executive MBA from the Stern School of Business at New York University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Small/Mid Growth
Fund familyNeuberger Berman
Net assets3.61M
YTD return-0.61%
Yield1.76%
Morningstar rating★★★★
Inception date7 Dec 2016

Fund operations

Last dividend0.23
Last cap gain-9.00
Holdings turnover49.00%
Average for categoryN/A

Fees and expenses

ExpenseNIORXCategory average
Annual report expense ratio (net)1.43%1.30%
Prospectus net expense ratio1.43%N/A
Prospectus gross expense ratio11.23%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A